F. Roger Vaden

F. Roger Vaden, AAMS®
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Vaden-Madden-Waterworth-Poats Team of Truist Investment Services, Inc.

810 Main St

Lynchburg, VA 24504-1532

RVaden@truist.com

Phone 434-846-2711

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About me

Background

Roger joined Truist in 1987 and has served in several capacities, including Branch Manager of its Lynchburg office, Regional Manager, Executive Committee member and Advisor Board member. He is an Accredited Asset Management Specialist (AAMS®) and a graduate of St. Andrews Presbyterian College where he received his Bachelor’s Degree in Business Administration. Roger’s adult children provide opportunity for travel and babysitting.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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